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zapier airtable looker sql python📋 Description
- Lead monthly portfolio reviews and diligence for all customers.
- Manage data gathering; analyze financials; flag red flags.
- Own compliance: KYB/KYC, UCC filing, lien management.
- Build dashboards and analytics to monitor portfolio health.
- Use SQL, Python, Looker to automate data ingestion and anomaly detection.
- Monitor trends (CRR migration, LGD, DSO, exposure) to inform actions.
🎯 Requirements
- 3–7 years in commercial lending, credit risk, or portfolio management.
- Hands-on credit: review financials, identify risk factors, write memos.
- Operational knowledge: KYB/KYC, UCC lien perfection, compliance.
- Technical proficiency: SQL, Power BI, Tableau, Looker for portfolios.
- Low-code/automation: Power Automate, Airtable, or Zapier.
- Education: Bachelor's in Finance, Business, Data Analytics; MBA or CFA a plus.
🎁 Benefits
- Hybrid role across hands-on credit and data analytics.
- Fast-paced fintech environment with growth opportunities.
- Opportunity to influence lending and risk strategy.
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